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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

4 step to better response to teams call after resolving the issue

October 7, 2024 by alirazazaidi

During a team call discussion with a functional consultant, I inadvertently began to explain the cause of the reported issue and the steps I took to resolve it. Later, I realized there was a more effective way to convey this information. I made the decision to rephrase my message and create a blueprint for future calls. The blueprint consists of four concise statements.

  • After extending a warm greeting, the first step is to establish the [[context]]. Most of the time, the audience is busy with other matters. During your call, they did not relate to what you were trying to convey.
  • Once you’ve established the background, concisely explain the problem or requirement you’ve conveyed.
  • The third line was simple: the problem is resolved, and what is the next step when you deliver the fix? A single-liner statement provides a solution for a requirement.
  • Most functional consultants, end users, or project management are not technical, so it’s important to prepare the fourth statement as a backup. If they inquire, provide a detailed explanation of the issue..

Filed Under: Soft Skill Tagged With: ERP Consultant, Soft Skill

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I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

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Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

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